Commercial Insurance Account Executive

Job Summary

Are you an experienced insurance professional looking for an engaging, rewarding, and remote opportunity? A leading insurance agency is seeking a Commercial Insurance Account Executive to join their team. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely, consistent, and top-notch service will make a significant impact, fostering lasting relationships and driving collective success.

Responsibilities

• Take full ownership of the renewal process.
• Set expectations with clients and carriers regarding renewal deadlines.
• Coordinate with internal teams to process endorsements and certificates.
• Handle incoming service requests from clients promptly, addressing inquiries and concerns.
• Manage the quoting process for new and renewal business.
• Provide direct support to producers by managing and facilitating day-to-day activities.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze carrier quotations to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for client presentations.
• Review endorsements for accuracy and compliance with clients' insurance requirements.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
• Serve as a mentor to team members, offering guidance and support in their professional growth.
• Prioritize and manage workload efficiently.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Exceptional client service orientation with a proactive and solutions-driven approach.
• Experience handling client inquiries, concerns, and providing timely resolutions.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Strong organizational and time management skills to prioritize and manage workload efficiently.
• Attention to detail in policy reviews, documentation, and client communication.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EPIC
• Previous experience handling middle- to large-market accounts – required.
• Previous Private Equity and Technology experience – required.
• 5+ years of relevant insurance industry experience preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $120k-$150k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Remote work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CD3

• Welcome customers at the front desk
• Answer Phones 
• Light Administrative work, certificates of coverage, endorsements, filing 
• Report and escalate to management as needed
• Track data in spreadsheets using Google Sheet/Excel experience
• Coordinate project activities with team members as needed

• 1-2 years of work experience in customer service, insurance experience preferred, not required.
• Exceptional customer service experience and skills.
• Ability to interact professionally with project participants and customer teams.
• Experience with progress tracking and reporting, comfortable with Sheets/Excel.
• Excellent verbal and written communication.
• Strong organizational skills, meticulous attention to detail.

#LI-BJ1

Overview:

We are seeking an Employee Benefits Analyst. This is an opportunity to work in a boutique yet growing company with a great reputation and inclusive culture.

Responsibilities:

• Provide back end administrative and technical support
• Handle all back end work to assist the Account Executive in managing client accounts
• Quote new and renewal business as needed

Qualifications:

• 1+ years of experience in Employee Benefits
• L&H license preferred
• Detail-oriented, analytical, and not afraid to ask questions

Day-to-day:

The Employee Benefits Analyst will be responsible for handling all back end administrative and technical support, as well as providing assistance to the Account Executive in managing client accounts.

Benefits:

• Competitive salary range of 65-75
• 401(k) benefits
• 2 days remote work
• Inclusive and collaborative culture

#LI-RM9

Commercial Lines Account Manager

Job Summary

Elevate your career with a supportive and forward-thinking company, where talents are recognized, rewarded, and celebrated! An established agency is looking for a Commercial Lines Account Manager to join their team. This position involves managing a diverse portfolio of commercial clients, building strong relationships, providing solutions to meet clients' needs, and identifying emerging market trends and growth prospects.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Handle incoming service requests from clients and promptly address their inquiries or concerns.

• Manage the quoting process for new and renewal business.

• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Review endorsements to verify accuracy and compliance with clients' insurance requirements.

• Coordinate and order loss runs as needed for client accounts.

• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Prioritize and manage your workload efficiently.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: Applied TAM or EPIC
• 2+ years of relevant insurance industry experience preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $50k-$70k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-AF1

Overview

We are seeking a dynamic and customer-focused Personal Lines Account Manager to join our team. The ideal candidate will have a strong attention to detail, exceptional communication skills, and a passion for providing excellent service to our clients.

Responsibilities

• Competitive salary: $55K-$61K
• Manage a portfolio of personal insurance accounts, providing support and guidance to clients throughout the insurance process
• Develop and maintain strong relationships with clients, understanding their unique insurance needs and providing tailored solutions
• Collaborate with insurance carriers to negotiate coverage and pricing for clients
• Process policy changes, renewals, and endorsements accurately and efficiently
• Stay up-to-date on industry trends and products to provide informed recommendations to clients

Qualifications

• Proven experience as an Account Manager in the insurance industry
• Proficiency with AMS (Applied EPIC) or similar insurance management software
• Strong understanding of personal insurance products and coverage options
• Excellent interpersonal skills and the ability to build rapport with clients and insurance carriers
• Detail-oriented with strong organizational and time management skills

Day-to-day

• Communicating with clients to assess their insurance needs and provide ongoing support
• Collaborating with carriers to obtain quotes and negotiate terms for clients
• Maintaining accurate and up-to-date client records in the AMS system
• Providing timely and professional responses to client inquiries and requests
• Continuously learning and staying informed about changes in the insurance industry to best serve our clients

#LI-DB3

Overview

We are looking for a dynamic Middle Market Personal Lines Account Manager to join our team. The successful candidate will be responsible for managing a portfolio of high net worth and middle market personal lines accounts.

Responsibilities

• Build and maintain strong, long-lasting customer relationships with high net worth and middle market personal lines clients
• Serve as the primary point of contact for all customer account management matters
• Negotiate contracts and close agreements to maximize profits
• Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Clearly communicate the progress of monthly, quarterly and annual initiatives to internal and external stakeholders

Qualifications

• Proven work experience as an Account Manager, Personal Lines (High Net Worth and Middle Market)
• Solid experience with CRM software (e.g. Salesforce, Zoho CRM)
• Excellent listening, negotiation and presentation abilities
• Strong verbal and written communication skills
• BA/BS degree in Business Administration, Sales or relevant field

Day-to-day

• Communicating with clients to understand their needs and explain product value
• Collaborating with cross-functional teams to ensure the timely and successful delivery of our solutions
• Developing and executing strategies for discovering and securing new business opportunities
• Conducting business reviews to ensure clients are satisfied with their products and services
• Forecasting and tracking key account metrics

#LI-CD4

• Previous experience working with personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-JN5

Commercial Lines Account Manager

Job Summary

If you are looking to advance your career with an agency that values your expertise and dedication to exceptional client service, look no further! A growing agency is seeking a Commercial Lines Account Manager that will drive account retention and growth while delivering exceptional service. Key responsibilities include managing client accounts, supporting producers, assessing risks, and providing top-tier insurance solutions. 

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Handle incoming service requests from clients and promptly address their inquiries or concerns.

• Manage the quoting process for new and renewal business.

• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Review endorsements to verify accuracy and compliance with clients' insurance requirements.

• Coordinate and order loss runs as needed for client accounts.

• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Prioritize and manage your workload efficiently.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Professional insurance designations (such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU) are preferred.
• Preferred Agency Management System Experience: Epic
• 3+ years of relevant insurance industry experience preferred.
• Previous commercial lines account management experience is required.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $70k-$80k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-HL1

Sr. Commercial Insurance Account Manager

Job Summary

Are you an experienced insurance professional looking for a collaborative and growth-oriented environment? If so, a growing agency is seeking a Sr. Commercial Insurance Account Manager to join their team! Key responsibilities include servicing a book of business, handling policy changes, quoting new & renewal business, building & maintaining strong client relationships, and delivering top-notch service. If you're a results-driven professional with a passion for exceeding client expectations, this role is for you.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Develop and nurture strong relationships with key clients and insurance carriers through regular communication.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Continuously identify cross-sell opportunities within existing client accounts.
• Prepare accurate and timely quotes for new and renewal business.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Monitor and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Coordinate relationship management meetings with assigned clients.
• Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Professional designations such as CISR and/or CIC are preferred.
• Required Agency Management System Experience: EPIC
• 5+ years of relevant insurance industry experience preferred.
• Previous experience working with captive accounts is preferred.
• Previous quoting experience is preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $80k-$120k (based on experience) + bonus structure.
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-DD4

Personal Lines Account Manager

Job Summary

An established agency is actively seeking a customer-focused Personal Lines Account Manager! This role offers a unique opportunity to grow and develop professionally in a dynamic environment that values collaboration and dedication. Experience the excitement of staying ahead of market trends, identifying new growth opportunities, and helping clients safeguard their future.

Responsibilities

• Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess the current coverages of existing clients.
• Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients in making coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients.
• Provide clients with assistance and clarification regarding billing questions and issues.
• Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: AMS360
• At least 1 year of relevant insurance industry experience required. 5+ years preferred.
• Previous experience in personal lines insurance and account management.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $48K-$55K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-MC1